OAYGX Mutual Fund
OAYGX Mutual Fund
NAV$42.75
AUM$155M
TER0.92%
Holdings53
See how much of OAYGX you already own
OAYGX Mutual Fund
NAV$42.75
Oakmark Global Fund Advisor Class
AUM$155M
TER0.92%
Holdings53
See how much of OAYGX you already own
OAYGX Mutual Fund Overlap Analysis
OAYGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OAYGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, OAYGX may share significant positions with broad-market funds.
OAYGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OAYGX tax-loss harvesting finds highly correlated but non-identical funds.